Avant Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Avant Financial Advisors’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.04M	Buy	133,893 +5,928	+5%	+$310K	4.39%	5
2026 Q1	$6.68M	Buy	127,965 +6,235	+5%	+$329K	4.7%	5
2025 Q4	$6.38M	Buy	121,730 +18,466	+18%	+$969K	4.59%	5
2025 Q3	$5.4M	Buy	103,264 +62,833	+155%	+$3.24M	4.07%	5
2025 Q2	$2.08M	Sell	40,431 -14,012	-26%	-$715K	1.71%	20
2025 Q1	$2.81M	Sell	54,443 -5,090	-9%	-$264K	2.55%	14
2024 Q4	$3.08M	Buy	+59,533	New	+$3.11M	2.83%	11

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avant Financial Advisors's MUNI Position: Q2 2026 in Review

Avant Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.6% in Q2 2026, buying an estimated $310K and bringing the position to 133,893 shares worth $7.04M. The position accounts for 4.39% of the portfolio, ranked #5.

Avant Financial Advisors first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Avant Financial Advisors held 133,893 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.04M as of Q2 2026.
Avant Financial Advisors bought 5,928 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $310K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 4.39% of Avant Financial Advisors's portfolio in Q2 2026, its #5 holding.
Avant Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.